- From Financial Reports module > click on Financial Report Builder menu.
- From a new Report Builder record
- In the Report Builder search click on New
- The new Row Builder screen will be opened. Enter a Report Name
- Click on either of these labels to create new header or footer.
- Page Header
- Page Footer
- Report Header
- Report Footer
- From an existing Report Builder record
- In the Report Builder search select report/s by checking checkbox before it and click Open. Or you can also double-click on the selected record.
- The Report Builder screen will be opened showing the selected report. Click on any of the Report Header or Footer field labels - Page Header, Page Footer, Report Header or Report Footer.
- The Report Header & Footer screen will be opened showing the assigned report header or footer record.
- Click New in the Report Header and Footer screen.
- From a new Report Builder record
- This will open a blank Report Header and Footer screen.
- Enter Name and Description.
- In the Type field select what type of record you are to create. Options to select from are:
- Page Header
- Page Footer
- Report Header
- Report Footer
- In the Column Name field select Column Designer record if you want the Column Name assigned to a Column Designer be used to match the Header/Footer. See How to Associate a column designer setup to a header or footer.
- Add and configure rows in the grid section.
- See Grid section of the screen for guide on how to work with grid section controls.
- See How to Configure a row to show you how to setup rows based on the information you like to show on report.
- Save the record. You can click Save or use the shortcut key Ctrl+S. In case you miss to save it and you click the Close or the x button at the top right corner of the screen or use the shortcut key Alt+X or Esc , i21 will prompt you if you would like to save it before closing the screen.
Overview
Content Tools